WELL icon

Welltower
WELL

Overview Fund Activity

775 hedge funds and large institutions have $20.4B invested in Welltower in 2017 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 273 increasing their positions, 280 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
+64
Holders Change %
+9%
% of All Funds
17.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.25%
New
119
Increased
273
Reduced
280
Closed
52
Calls
$73.4M
Puts
$78.4M
Net Calls
-$5.05M
Net Calls Change
-$25.9M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$104M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$72.2M
3
Wells Fargo
Wells Fargo
California
+$69M
4
Invesco
Invesco
Georgia
+$65M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$58M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$252M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$199M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$139M
4
Bank of America
Bank of America
North Carolina
-$74.7M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$46.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
301
Raymond James Trust
Florida
$1.96M -$98.6K -1,547 -5%
WAM
302
Wolverine Asset Management
Illinois
$1.96M +$1.48M +23,269 +311%
PCAP
303
Pratt Collard Advisory Partners
New York
$1.94M +$1.94M +30,360 New
FDCDDQ
304
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.93M +$769K +12,045 +66%
WB
305
WesBanco Bank
West Virginia
$1.91M +$54.7K +858 +3%
NB
306
Norinchukin Bank
Japan
$1.89M +$137K +2,154 +8%
SAM
307
Silvercrest Asset Management
New York
$1.88M -$1.85K -29 -0.1%
PCM
308
Parsons Capital Management
Rhode Island
$1.84M -$1.28K -20 -0.1%
CS
309
Candriam SCA
Luxembourg
$1.83M +$35.4K +555 +2%
Susquehanna International Group
310
Susquehanna International Group
Pennsylvania
$1.83M +$1.83M +28,659 New
BHC
311
Bowen Hanes & Co
Florida
$1.81M +$144K +2,250 +9%
ECM
312
ETrade Capital Management
Virginia
$1.81M -$3.57K -56 -0.2%
HCM
313
Hall Capital Management
Rhode Island
$1.8M -$317K -4,970 -15%
TCM
314
Telos Capital Management
California
$1.8M +$41.4K +649 +2%
DADC
315
D.A. Davidson & Co
Montana
$1.8M +$144K +2,263 +9%
SCM
316
Schnieders Capital Management
California
$1.79M -$3.44K -54 -0.2%
DZ Bank
317
DZ Bank
Germany
$1.77M +$1.6M +25,170 +956%
Wolverine Trading
318
Wolverine Trading
Illinois
$1.77M +$1.77M +27,682 New
SDIC
319
South Dakota Investment Council
South Dakota
$1.74M – – –
RCM
320
Riverhead Capital Management
Delaware
$1.72M +$33.1K +519 +2%
RIM
321
Redpoint Investment Management
Australia
$1.71M +$1.71M +26,738 New
PP
322
Paloma Partners
Connecticut
$1.7M +$930K +14,585 +121%
FA
323
FMA Advisory
Pennsylvania
$1.7M +$1.7M +26,674 New
CIBC World Market
324
CIBC World Market
Ontario, Canada
$1.69M +$1.06M +16,596 +167%
BWL
325
Bogart Wealth LLC
Virginia
$1.68M +$94.3K +1,478 +6%
11 12
13
14 15